Retirement Planning Trade-Offs

Planning for retirement involves trade-offs. This Retirement Planning Trade-Offs infographic illustrates the amount of capital required will depend on a number of variables aside from CPP and OAS.

From pension sources and investment returns to inflation and retirement needs, this infographic speaks to the many factors involved in planning for retirement.

Planning for a successful retirement requires intentionality and trade-offs. The retirement funds needed depend on a number of factors including how long do you wish to work, what is your lifestyle like, are you investing in vehicles that can offer a favourable rate of return, when you wis to start retirement, and more.

This infographic is included in FreshPlan software and is also available as a print-ready or web-ready piece.

Companion Calculator

Retirement Planning calculators allow Advisors to walk their clients through various scenarios to help them plan and save for the future. Companion calculators include:

Retirement Planner
Capital Required
Will the Money Last?
Taking CPP Early or Late?
Commuted Pension
CPP & OAS Benefit Amounts
OAS Clawback

Infographic Features

Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

Infographics are personalized with the advisor name, contact information and company logo.

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